Twilio SMS Received to Show Headsup Message to Create Close.io Opportunity

Twilio SMS Received to Assign Close.io Lead to Show Headsup Message

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20 journey ideas for Twilio, Headsup and Close.io

About the
Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About the
Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

About the
Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Twilio integration, Headsup integration and the Close.io
integration.

Journey Triggers

Twilio SMS Received

Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

Close.io Opportunity Status Change

Triggers when an Opportunity Status changes.

New Close.io Event

Triggers when a new event is created.

Close.io Field Change

Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Headsup Status

Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

Check Close.io Opportunity Status

Check if an opportunity is at a certain status.

Check Close.io Field

Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Twilio SMS

Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

Show Headsup Message

Show a contact a personalized message on a website, landing page, blog or inside an app.

Create Close.io Opportunity

Create a contextual Close.io opportunity.

Update Close.io Opportunity Stage

Updates the stage of an existing Opportunity.

Assign Close.io Lead

Assign a lead in Close.io and set their lead source and lead status.

Update Close.io Field

Update a Close.io field to a specific value.

Assign Close.io Task

Create a contextual Close.io task.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Twilio, Headsup and Close.io.